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Commercial Auto Underwriting Manager
6 days ago
Smith & Wilkinson Dallas, United StatesOur Hired & Non-Owned Auto MGA is growing and looking for a Primary Auto Underwriting Manager to take over an existing team and book to help it grow. This role will oversee accounts between $15k-$400k in premium for restaurant delivery franchises, medical supply companies, and mo ...
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Product Development Manager
1 day ago
USAA Plano, United States Full timeWhy USAA? · Let's do something that really matters. · At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to g ...
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Commercial Auto Underwriting Manager
16 hours ago
Smith & Wilkinson Dallas, United StatesOur Hired & Non-Owned Auto MGA is growing and looking for a Primary Auto Underwriting Manager to take over an existing team and book to help it grow. This role will oversee accounts between $15k-$400k in premium for restaurant delivery franchises, medical supply companies, and mo ...
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Commercial Underwriter
1 week ago
PCF Insurance Dallas, United StatesPCF Insurance Services is a premier risk management, benefits design, and insurance brokerage services firm ranked #20 on Business Insurance's 2023 Top 100 Brokers and #12 on Insurance Journal's 2023 Top Property/Casualty Agencies. With 3,100 professionals across the U.S., PCF In ...
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Director, Program Business
1 week ago
Hippo Insurance Dallas, United StatesTitle: Director, Program Business - Spinnaker · Location: Bedminster, NJ / Dallas, TX / Austin, TX · Reports To: Chief Program & Underwriting Officer, Spinnaker · About Spinnaker: · Spinnaker is a national property and casualty insurance company rated A- VIII by A.M., that is a w ...
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Underwriter
1 week ago
Chubb Dallas, United StatesJob Description · Contribute to the achievement of Chubb Global Casualty in the Southwest Region. The Underwriter is responsible for production, underwriting and maintenance of new and renewal domestic casualty loss sensitive accounts within a defined territory. In addition, the ...
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Director, Religious Organizations
6 days ago
GuideOne Insurance Dallas, United StatesAs the Director of Religious Organizations, you will develop and manage the execution of business plans through leadership of diverse underwriting team in a defined regional territory. You will provide foundational knowledge of the Religious Organizations niche, and field insight ...
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Senior Commercial Middle Market Underwriter
5 days ago
KING'S INSURANCE STAFFING LLC Dallas, United StatesOur client, a leading Commercial Insurance Carrier, is expanding their Middle Markets Commercial Lines business and seeking to add a Commercial Middle Market Underwriter to their Dallas, TX operations. This person would be responsible for identifying and developing Commercial Lin ...
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Senior Product Program Management Analyst
1 week ago
AAA Missouri Coppell, United States Full timeSenior Product Program Management AnalystWe have an opening for a Senior Product-Program Management Analyst. The Senior Product Analyst will be responsible for the overall development and management of assigned insurance product and programs. This includes monitoring and evaluati ...
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Senior Commercial Middle Market Underwriter
1 week ago
KING'S INSURANCE STAFFING LLC Dallas, United StatesOur client, a leading Commercial Insurance Carrier, is expanding their Middle Markets Commercial Lines business and seeking to add a Commercial Middle Market Underwriter to their Dallas, TX operations. This person would be responsible for identifying and developing Commercial Lin ...
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Underwriting QA
1 week ago
Hippo Enterprises Inc. Dallas, United StatesRole: · Underwriting QA ( · Quality Assurance) · Manager · Location: · Austin, TX / Dallas, TX (Hybrid) · Reports to : · Director, Insurance · Oper · ations · About Hippo: · Our mission is to deliver intuitive and proactive protection for homeowners, combining the powe ...
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Loan Officer
6 days ago
Blue Signal Search Dallas, United StatesOur client is a rapidly expanding, hard money lending company experiencing tremendous growth. Their team is driven by innovative thinking and a modern perspective that aims to streamline the financial industry by prioritizing relationships over transactions. As their business con ...
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Senior Underwriter, Cyber
1 week ago
AmTrust Financial Dallas, United States· Senior Underwriter, Cyber · Job Locations · US-United States · Requisition ID · Category · Underwriting · Position Type · Regular Full-Time · Overview · AmTrustCyber has an exciting opportunity to join its high-performing and dynamic team in a rapidly evolving and cutting-edge ...
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Insurance Underwriter
1 day ago
Diedre Moire Corp. Dallas, United StatesInsurance Underwriting - Hard to Place Risks - Dallas, TX · Insurance Underwriter Specialty Program Excess Surplus Commercial Lines Program Underwriter Hard to Place Risks _ . · REMOTE WORK FROM HOME POSSIBLE · Seeking underwriter with practical experience in the following, or si ...
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Underwriting Assistant I
1 week ago
AmTrust Financial Dallas, United States· Underwriting Assistant I · Job Locations · US-TX-Dallas · Requisition ID · Category · Underwriting · Position Type · Regular Full-Time · Overview · Summary: · Provide administrative support to multiple underwriters, including monitoring email correspondence, and completing a ...
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Lead Underwriter
1 week ago
QBE Insurance Group Limited Dallas, United StatesPrimary Details · Time Type: Full time · Worker Type: Employee · Implement Accident & Health (A&H) underwriting business strategy by assisting with business development and growth through building relationships within assigned areas and applying sound decision making to underw ...
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Underwriting Assistant I
2 weeks ago
AmTrust Financial Dallas, United StatesOverview: · Summary: · Provide administrative support to multiple underwriters, including monitoring email correspondence, and completing administrative tasks to expedite the underwriting process. Maintains a solid understanding of AmTrusts mission, vision, and values. Upholds ...
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Senior Underwriter- Inland Marine
3 weeks ago
Chubb Dallas, United States Full timeJob Description · The Senior Underwriter's primary responsibility is to underwrite individual risks through a demonstration of the following skills and abilities:Fundamentals of coverage, terms and conditions. Ability to offer coverage, terms and conditions which generate a profi ...
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Senior Underwriter- Inland Marine
1 week ago
Chubb Dallas, United StatesJob Description · The Senior Underwriter's primary responsibility is to underwrite individual risks through a demonstration of the following skills and abilities: · Fundamentals of coverage, terms and conditions. Ability to offer coverage, terms and conditions which generate a p ...
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Investment Analyst
2 weeks ago
NorthMarq Dallas, United StatesInvestment Analyst - Commercial Real Estate Finance · At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicin ...
Medical Underwriter I - Dallas, TX, United States - BOK Financial
Description
Commercial Banking, Health CareBOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (
NASDAQ:
based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico.
Join us as a Credit Product Underwriter III – Healthcare.Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first.
BOK Financial provides healthcare expertise in Senior Housing and Care, Hospital and Health Systems, and Medical and Physician Banking.The Credit Products Underwriter III - Healthcare (CPU III) is primarily responsible for underwriting more complex financial transactions, including the financing of multiple business endeavors such as investment real estate, owner-occupied real estate, working capital, equipment, LBOs/acquisitions, healthcare-related opportunities, etc.
The majority of the CPU III's time will be balanced between analysis of clients, design, and execution of deals, and joint client calls with RMs to provide expert counsel and advice.
We leverage collaborative teamwork when expressing credit concerns and developing solutions for new deals and opportunities. On the Healthcare Underwriting team, you are working in an industry that is always changing. The Credit Product Underwriter role provides a solid foundation for opportunities throughout the organization. Underwriters develop into more senior credit professionals or leverage their experience with clients to transition into sales.You will prepare complex financial underwriting on middle-market to corporate level healthcare transactions, which significantly impact profits for the lending division.
You will recommend the final structure and pricing to the Relationship Manager and Credit Concurrence Officer and assume responsibility for all exceptions.
You will write all commitment reports for your specified loans and participate in loan committee presentations to provide additional information and/or to support conclusions reached in analysis.
You will mentor and coach more junior underwriters and interns, including managing the workflow of analysis, covenant compliance testing, and financial statement spreading.
The required level of knowledge is normally acquired through a Bachelor's degree in Accounting, Finance, or a related field and 8+ years of Credit Analysis/Credit products underwriter experience; Comprehensive accounting & cash flow knowledge, with demonstrated knowledge of intermediate accounting theory (including the difference between GAAP and income-tax based statements, cash and accrual accounting, consolidation and elimination principals, and the effect each type of accounting has on the underwriting process)Succinctly identify the drivers and/or potential threats to cash flow and structuring in order to mitigate that risk, if possible
Ability to leverage a network of relationships with clients, Relationship Managers, and peers for support in achieving both the individual and organizational goals
Strong knowledge and understanding of credit principles, lending functions, loan analysis, and application of general credit policies
Proactive communication skills (internally with colleagues and senior personnel and externally)
Strong knowledge of loan documentation, loan policy and regulations
Excellent knowledge of the Loan Grading Process
Advanced PC and spreadsheet software skill
Office
BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.
With passion, skill and partnership you can make an impact on the success of the bank, customers and your own careerThe companies in BOK Financial Corporation Group are equal opportunity employers.
We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.